Management of portfolios

Management of portfolios

This guide provides practical guidance for managers of portfolios and those working in portfolio offices as well as those filling portfolio management roles outside a formal PfMO role. It will be applicable across industry sectors. It describes both the Portfolio Definition Cycle (identifying the right, prioritised, portfolio of programmes and projects) and the Portfolio Delivery Cycle (making sure the portfolio delivers to its strategic objectives).

Analysis of Investments and Management of Portfolios

Analysis of Investments and Management of Portfolios

Used extensively by professionals, organizations, and universities, Analysis of Investments and Management of Portfolios combines solid theory with practical application. This edition of the established and well-respected text has been developed and tailored especially for courses across the UK, Europe, the Middle East and Africa.Filled with real-world illustrations and hands-on applications, this text takes a rigorous, empirical approach to teaching topics such as investment instruments, capital markets, behavioural finance, hedge funds, and international investment. It also emphasizes how investment practice and theory are influenced by globalization.

MoP(R) Foundation Management of Portfolios Courseware - English

MoP(R) Foundation Management of Portfolios Courseware - English

'Besides the Management of Portfolios (MoP(R)) Foundation Courseware - English (ISBN: 9789401804516) publication you are advised to obtain the corresponding publication Management of Portfolios (ISBN: 9780113312948). MoP(R) Foundation certifications is suitable for individuals wanting to demonstrate they have sufficient knowledge and understanding to work as an informed member of a Portfolio Office or in a range of portfolio management roles. This certification is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realization. The Foundation certification is also a pre-requisite for the Practitioner certification. At the heart of any portfolio management approach is the need to identify the right programmes and projects to deliver an organization's strategy and ensure that targeted benefits are achieved. MoP(R) describes the principles and best-practices that will enable public and private sector organizations of all sizes to either introduce or re-energize portfolio management approaches. This Courseware is suited for the English Management of Portfolios (MoP(R)) Foundation exam

Business of Portfolio Management

Business of Portfolio Management

Today there is a gap between organizational strategy and day-to-day management activities. To capitalize on new opportunities, or "getting ahead" rather than just "staying in business," most workplaces need a radical transformation. This transformation can begin with how organizations devise and manage their portfolios. Long underutilized as a mechanism to provide value, portfolio management is now being recognized as an effective approach to bridging these critical business elements. The Business of Portfolio Management offers keys to adopting a new approach to portfolio management that boosts organizational value.

Governance of Portfolios, Programs, and Projects

A Practice Guide

Governance of Portfolios, Programs, and Projects

Understanding governance as it applies to portfolios, programs, and projects is growing in importance to organizations, because appropriate governance is a factor in the success or failure of strategic initiatives and portfolios, as well as an organization’s programs and projects. Implementing an effective governance framework can be challenging due to factors such as increasing business complexities, regulatory requirements, globalization, and rapid changes in technology and business environments. Many organizations do not have a consistent approach to portfolio, program, and project governance. PMI’s Governance of Portfolios, Programs, and Projects: A Practice Guide, developed by leading experts in the field, provides guidance to organizations and practitioners on how to implement or enhance governance on portfolios, programs, and projects. This practice guide provides definitions for governance in an effort to distinguish the different levels of governance and to identify their common elements.

Profiles and Portfolios of Evidence

Profiles and Portfolios of Evidence

This series provides readers with a real grounding for Foundation studies across healthcare disciplines. The text demonstrates how theory has a practical application, as well as testing student's knowledge.

Quantitative Management of Bond Portfolios

Quantitative Management of Bond Portfolios

The practice of institutional bond portfolio management has changed markedly since the late 1980s in response to new financial instruments, investment methodologies, and improved analytics. Investors are looking for a more disciplined, quantitative approach to asset management. Here, five top authorities from a leading Wall Street firm provide practical solutions and feasible methodologies based on investor inquiries. While taking a quantitative approach, they avoid complex mathematical derivations, making the book accessible to a wide audience, including portfolio managers, plan sponsors, research analysts, risk managers, academics, students, and anyone interested in bond portfolio management. The book covers a range of subjects of concern to fixed-income portfolio managers--investment style, benchmark replication and customization, managing credit and mortgage portfolios, managing central bank reserves, risk optimization, and performance attribution. The first part contains empirical studies of security selection versus asset allocation, index replication with derivatives and bonds, optimal portfolio diversification, and long-horizon performance of assets. The second part covers portfolio management tools for risk budgeting, bottom-up risk modeling, performance attribution, innovative measures of risk sensitivities, and hedging risk exposures. A first-of-its-kind publication from a team of practitioners at the front lines of financial thinking, this book presents a winning combination of mathematical models, intuitive examples, and clear language.

MoP® Foundation Management of Portfolios Courseware – English

MoP® Foundation Management of Portfolios Courseware – English

Besides the Management of Portfolios (MoP®) Foundation Courseware - English (ISBN: 9789401804516) publication you are advised to obtain the corresponding publication Management of Portfolios (ISBN: 9780113312948). MoP® Foundation certifications is suitable for individuals wanting to demonstrate they have sufficient knowledge and understanding to work as an informed member of a Portfolio Office or in a range of portfolio management roles. This certification is aimed at those involved in a range of formal and informal portfolio management roles encompassing investment decision making, project and programme delivery, and benefits realization. The Foundation certification is also a pre-requisite for the Practitioner certification. At the heart of any portfolio management approach is the need to identify the right programmes and projects to deliver an organization's strategy and ensure that targeted benefits are achieved. MoP® describes the principles and best-practices that will enable public and private sector organizations of all sizes to either introduce or re-energize portfolio management approaches. This Courseware is suited for the English Management of Portfolios (MoP®) Foundation exam

Progress Report on the Implementation of Portfolio Management

Next Steps, a Program of Actions

Progress Report on the Implementation of Portfolio Management

Annotation The Next Steps Program of Actions was endorsed by the World Bank's Executive Board in 1993. The plan identified 87 distinct operational, institutional, management, and personnel tasks, more than 90 percent of which have been completed or are at an advanced stage of completion. This report highlights the progress and changes that the Bank has made or is making to increase the organization's impact on development. The report summarizes progress in seven major areas that affect portfolio management, including country performance, project and portfolio restructuring, project quality, independent accountability, the internal environment, and generic and institutional factors. The book contains a matrix providing a detailed description of the actions already completed, as well as those being continued or to be commenced in the near future.